JP Morgan Chase’s WisdomTree U.S. ESG Fund RESP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $484K | Buy |
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|
2023
Q3 | $372K | Buy |
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|
2023
Q2 | $380K | Sell |
|
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|
2023
Q1 | $363K | Buy |
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|
2022
Q4 | $345K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $207K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $80K | Hold |
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|
2019
Q2 | $79K | Hold |
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|
2019
Q1 | $77K | Hold |
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|
2018
Q4 | $67K | Hold |
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|
2018
Q3 | $79K | Hold |
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|
2018
Q2 | $75K | Buy |
|